行業(yè)景氣觀察消費品通脹壓力可控，資源品價格延續(xù)弱勢

1、敬請閱讀末頁的重要說明正文目錄一、本周關(guān)注...................................................................................61、消費品通脹壓力可控，PPI可能落入負區(qū)間...........................62、行業(yè)景氣度核心變化總覽...........................................7二、信息技術(shù)產(chǎn)業(yè)

2、............................................................................81、主要地區(qū)半導(dǎo)體銷售額跌幅收窄.....................................82、DRAM價格持續(xù)下滑，部分Nflash價格窄幅震蕩.................8三、中游制造業(yè).....................................

3、........................................101、新能源汽車：電解液DMC價格回落，鋰鈷價格持續(xù)下行..............102、光伏：硅料價格微漲，多晶硅片和組件價格下行......................113、挖掘機銷量回升至個位數(shù)增長.....................................134、BDI持續(xù)明顯提升，CCFI、CCBFI下行..........

4、..................13四、消費需求景氣觀察...................................................................151、豬肉CPI顯著上漲，生豬養(yǎng)殖利潤回調(diào).............................152、乘用車零售銷量增速轉(zhuǎn)正，新能源車銷量高增長......................163、電影票房收入持續(xù)增加...........

5、................................174、白酒指數(shù)微跌、乳制品價格上行...................................18五、資源品高頻跟蹤......................................................................191、鋼材價格小幅回落，鋼材庫存繼續(xù)增長..............................192

6、、電廠日耗量回落，動力煤價小幅上漲...............................203、玻璃價格繼續(xù)微漲，水泥價格持平.................................224、原油價格上漲，化工品價格上漲，維生素價格下跌....................235、工業(yè)金屬價格下跌，稀土產(chǎn)品價格整體下跌..........................26六、金融與地產(chǎn)行業(yè)..............

7、........................................................301、A股成交額換手率紛紛下跌，債券發(fā)行量止跌回升....................302、SHIB和同業(yè)拆借利率回升，公開市場貨幣凈回籠延續(xù).............313、土地供應(yīng)與成交持續(xù)下滑.........................................32七、公用事業(yè)............

8、.....................................................................341、PPP環(huán)保項目投資額小幅下跌，環(huán)保項目落地率提升.................342、液化天然氣出廠價下行...........................................34圖44：浮法玻璃生產(chǎn)線庫存同比增速為27.7%........................